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NorthWestern Energy
NWE

Overview Fund Activity

277 hedge funds and large institutions have $3.07B invested in NorthWestern Energy in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 100 increasing their positions, 97 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
4.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
43
Increased
100
Reduced
97
Closed
37
Calls
$1.11M
Puts
$275K
Net Calls
+$839K
Net Calls Change
-$646K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.5M
2
RRAM
River Road Asset Management
Kentucky
$110M
3
Neuberger Berman Group
Neuberger Berman Group
New York
$22.7M
4
Macquarie Group
Macquarie Group
Australia
$78M
5
Ameriprise
Ameriprise
Minnesota
$21.2M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$21M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$87.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$36.2M
4
Renaissance Technologies
Renaissance Technologies
New York
$2.86M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
226
Avior Wealth Management
Nebraska
$40.9K – – –
GI
227
GAMMA Investing
California
$38.1K +$38.1K +792 New
SPIA
228
Steward Partners Investment Advisory
New York
$31.7K +$102 +2 +0.3%
Nomura Asset Management
229
Nomura Asset Management
Japan
$31.6K – – –
HT
230
Headlands Technologies
Illinois
$28K +$16.2K +319 +138%
Group One Trading
231
Group One Trading
Illinois
$26K +$26K +510 New
CTC
232
Central Trust Company
Missouri
$25.4K – – –
S
233
SignatureFD
Georgia
$23.5K -$662 -13 -3%
Fifth Third Bancorp
234
Fifth Third Bancorp
Ohio
$18.7K -$1.27K -25 -6%
GWM
235
Geneos Wealth Management
Colorado
$18.7K +$51 +1 +0.3%
BTI
236
Blue Trust Inc
Georgia
$18K +$15.4K +310 +585%
NA
237
NewEdge Advisors
Louisiana
$18K +$13.4K +263 +292%
HCP
238
Hexagon Capital Partners
Arkansas
$15K +$5.29K +104 +54%
PA
239
Parallel Advisors
California
$14.4K -$6.02K -118 -29%
FHA
240
First Horizon Advisors
Tennessee
$13.1K – – –
BIA
241
Bell Investment Advisors
California
$8.86K +$7.18K +141 +427%
Bessemer Group
242
Bessemer Group
New Jersey
$8K +$3.51K +64 +78%
BBHC
243
Brown Brothers Harriman & Co
New York
$7.63K – – –
AA
244
Addison Advisors
Vermont
$7.63K – – –
CFGS
245
Concourse Financial Group Securities
Alabama
$7.23K – – –
EBA
246
Eagle Bay Advisors
New York
$5.66K -$24.9K -488 -81%
BCWM
247
Bartlett & Co Wealth Management
Ohio
$5.31K – – –
BC
248
Bartlett & Co
Ohio
$5K – – –
CSS
249
Cubist Systematic Strategies
Connecticut
$4.84K -$587K -11,542 -99%
LC
250
Lindbrook Capital
California
$4.78K +$1.12K +22 +31%
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